T. Rowe Price Ltd Dur Infl Focus Bd (TRBFX) Research

The fund primarily invests in bonds, dedicating a minimum of 80% of its net assets (including any borrowed funds for investment purposes) to fixed-income securities. Its portfolio comprises a diverse selection of short- and intermediate-duration, investment-grade debt. This includes a significant allocation to inflation-linked securities, such as Treasury Inflation Protected Securities (TIPS), alongside corporate bonds, government securities, mortgage-backed securities (MBS), and asset-backed securities (ABS). While at least 20% of the net assets will be held in inflation-linked securities, the advisor typically targets an allocation of 50% or more to these instruments.

Market snapshot

Symbol
TRBFX
Price
$4.75
Day change
+0.21%
Market cap
$10.3B
52-week range
4.71-4.9
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • Baird Ultra Short Bond Fund Investor Cl (BUBSX)
  • Hartford Schroders International Stock Fund Class Y (HSWYX)
  • JPMorgan Emerging Markets Equity Fund Class R6 (JEMWX)
  • JPMorgan Value Advantage Fund Class L (JVAIX)
  • JPMorgan Value Advantage Fund Class R5 (JVARX)
  • JPMorgan Value Advantage Fund (JVASX)
  • JPMorgan Value Advantage Fund Class R6 (JVAYX)
  • MFS International Growth R6 (MGRDX)

Open T. Rowe Price Ltd Dur Infl Focus Bd (TRBFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.